Account and settings
Account is where you keep the details that make your content sound and look like you: who you are, how you want the AI to write, what you get notified about, and which outside accounts are connected. Set it once, adjust it whenever.
What it is
Account is the settings hub for your own login. Opening it drops you on your Profile, and a short menu on the left moves you between the other areas. Nothing here is shared with teammates by default: these are your personal details and preferences.
Most of it is practical. Profile holds your name, contact numbers, mailing address, timezone, and professional license details. A separate area lets you shape how generated content reads, another manages your voice model, and the rest handles notifications, interests, connected social accounts, and integrations.
A few areas depend on how your account is set up. If you bought a personal plan you also get Organization and Branding controls. If you hold a seat inside a company account, some of that is managed for you by your admin instead.
Who it is for
Every loan officer touches Account at least once during setup, then returns to it occasionally to update a phone number, retune the writing, or connect a new social account. Sales, marketing, and product teammates use this page to explain exactly which settings a loan officer controls and which ones a company account manages on their behalf.
What lives under Account
| Area | What you manage there |
|---|---|
| Profile | Name, email (read only), phone numbers, address, timezone, job title, NMLS or state license, states licensed in, email signature, notifications, and interests |
| TrueTone | The eight voice traits plus written direction that shape how generated content reads |
| Voice | Your voice model: test it, retrain it, tune its output, or delete it |
| Social Media | Connect and manage the social accounts you publish to |
| Integrations | Connect TrueTone to outside tools to push leads, content, and notifications out to them |
| Organization, Branding | Personal-plan only: your company details and brand colors, fonts, and logo |
| Billing | Your plan and payment details (a company account handles this for seats) |
How to update your profile
Open Account
From the sidebar, open Account. You land on Profile. The left menu lists the sections: Personal Info, Address, Professional, Email Signature, Notifications, and Interests.
Edit the fields you need
Update your name, phone numbers, address, and timezone. Under Professional, set your job title, your NMLS or state license number, and every state you are licensed in. Your email address is read only here because it is tied to how you sign in.
Set your email signature
Turn on a signature to have your generated emails end with your details instead of a generic footer. Pick a template, choose which details to show (headshot, company logo, social links, compliance line), and watch the live preview update.
Save your changes
Most sections collect your edits and save together when you use the save bar. Interests are the exception: tapping a topic saves it instantly, with no save button.
Tuning how your content sounds
Two areas control the voice behind your content, and they work together.
TrueTone is where you shape the writing. Eight traits (tone, formality, humor, emotional expression, detail, vocabulary, length, and engagement) act like dials, each with a live example so you can hear the difference. Below them, a written direction area lets you spell out a voice brief, phrases to lean into, phrases to avoid, and sample lines that sound like you. Your own words win over anything the system inferred. A “What the AI sees” panel shows the exact profile compiled into each generation, so nothing is hidden.
Voice manages your recorded voice model, the clone that narrates audio content. From here you can play your original recording, generate sample audio in the Test Studio, retrain by recording again, and tune the output with stability, similarity, style, and speaker boost settings. There is also a delete option if you want to start over.
Both of these are covered in depth on the TrueTone Profile page. This page is the map; that page is the detail.
What changes by account type
Personal plan
You control everything. Alongside Profile, TrueTone, and Voice, you get an Organization area for your company details and a Branding area for your colors, fonts, and logo. Billing shows your plan and payment details.
Notifications and interests
Two preference areas live inside Profile and are worth knowing about.
Notifications let you turn whole categories on or off (content, generation, integrations, approvals, and account alerts), choose how email reaches you (instant, a once-a-day digest, or off), and toggle standalone email lists like new lead alerts and contact form submissions.
Interests are tap-to-follow topics. Following a topic shapes your daily seed digest and moves matching topics higher in the seed library. Interests never hide anything: everything stays searchable.
Good to know
Your email address is not editable from Profile. It is tied to your sign-in, so changing it is a separate step, not a profile field.
Deleting your voice model stops content generation that needs it (audiograms in particular) until you record a new voice. Your original recording audio is kept, so you are not losing the source, only the model.
Some settings appear only when they apply. The Teams view shows up for company seats, Organization and Branding show up for personal plans, and a Learning area appears only where your account has that feature turned on.